Position in WFG
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$499,011
+$59,631 QoQ
Shares Held
7,643
+6.3% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#102
of 172 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in WFG Over Time
Shares Held
Position Value (USD)
Position in Lumber & Wood Production
Basic Materials · as of Mar 31, 2026SEI INVESTMENTS CO holds $57,680,242 across 4 Lumber & Wood Production names. WFG ranks #4 (0.9% of the industry book) .
All Filings in WFG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $499,011 | 7,643 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $439,380 | 7,190 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $345,405 | 5,081 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $291,367 | 3,975 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $251,055 | 3,263 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $265,102 | 3,063 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||